Parcion Private Wealth’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.36M | Hold |
|
|||||
|
2025
Q2 | $4.11M | Hold |
|
|||||
|
2025
Q1 | $4.13M | Hold |
|
|||||
|
2024
Q4 | $4.44M | Hold |
|
|||||
|
2024
Q3 | $4.46M | Buy |
|
|||||
|
2024
Q2 | $4M | Sell |
|
|||||
|
2024
Q1 | $4.32M | Hold |
|
|||||
|
2023
Q4 | $4.25M | Hold |
|
|||||
|
2023
Q3 | $3.72M | Buy |
|
|||||
|
2023
Q2 | $3.72M | Sell |
|
|||||
|
2023
Q1 | $3.83M | Hold |
|
|||||
|
2022
Q4 | $3.81M | Hold |
|
|||||
|
2022
Q3 | $3.45M | Sell |
|
|||||
|
2022
Q2 | $4.08M | Hold |
|
|||||
|
2022
Q1 | $4.46M | Hold |
|
|||||
|
2021
Q4 | $4.67M | Hold |
|
|||||
|
2021
Q3 | $4.46M | Hold |
|
|||||
|
2021
Q2 | $4.47M | Hold |
|
|||||
|
2021
Q1 | $4.36M | Hold |
|
|||||
|
2020
Q4 | $3.73M | Hold |
|
|||||
|
2020
Q3 | $3.03M | Sell |
|
|||||
|
2020
Q2 | $2.98M | Buy |
|